Filed January 19, 2024
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $37,996 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,507 | $92,091-35.4% | $62,995-5.5% | $77,958-23.7% |
| Participation rate | 50.2% | 74.5%-24.3pp | 74.8%-24.6pp | 71.6%-21.5pp |
| Annual return | 14.60% | 16.23%-1.6pp | 87.57%-73.0pp | 20.87%-6.3pp |
| Employer contribution / active EE | $1,685 | $3,424-50.8% | $2,759-38.9% | $2,310-27.1% |
| Participant deferral / active EE | $1,921 | $3,361-42.8% | $3,329-42.3% | $3,537-45.7% |
| Admin fee / account holder | $44 | $48-8.0% | $3,600-98.8% | $97-54.7% |